Keary Foster
Keary Foster is a registered investment advisor at Cetera Investment Advisers LLC, based in Montgomery, AL, with 22 years of industry experience. Keary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
567 S Lawrence Street, Montgomery, AL, 36104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keary is an independent insurance agent with Avantax Insurance Agency LLC and owns Wealth Management Partners, LLC, where he provides tax and accounting services full-time. He also has several other business activities, including serving on boards, owning rental properties, and technology consulting.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
New England Securities Corporation
New England SecuritiesBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 states
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